13F 机构持仓

True Wealth Design, LLC

AKRON OH · SEC CIK 0001966033

2026Q22026Q1 更早 9 个季度 🔒
$4.20亿2026Q2 申报市值
2,655持仓数
70.1%前十大占比 · 第一大 15.8%
203 / 292新建仓 / 清仓
申报市值走势$4.20亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 15.8%
BOXX 13.5%
DFIC 10.1%
DIMENSIONAL ET 7.8%
DFEV 7.0%
SIMPLIFY EXCHA 4.5%
DIHP 4.0%
AVUV 3.2%
MTBA 2.6%
SIMPLIFY EXCHA 1.6%

2026Q2 买入最多 按季末市值估算

SIMPLIFY EXCHANG 加仓+$750.93万
DIMENSIONAL ETF 加仓+$433.93万
PMBS 加仓+$367.06万
DFIC 加仓+$274.88万
DIMENSIONAL ETF 加仓+$266.10万

2026Q2 卖出最多 按季末市值估算

BOXX 减仓-$127.63万
TFLR 减仓-$49.36万
MTBA 减仓-$47.76万
FNDX 减仓-$41.83万
AVUS 减仓-$32.83万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
GLNG GOLAR LNG LTD $8480.00%17 00.0% — 不变
HTB HOMETRUST BANCSHARES INC $8490.00%17 00.0% — 不变
THRM GENTHERM INC $8530.00%25 00.0% — 不变
— CLEAR CHANNEL OUTDOOR HLDGS $8550.00%353 -44-11.1% -$107 减仓
SEZL SEZZLE INC $8590.00%5 -4-44.4% -$687 减仓
NWE NORTHWESTERN ENERGY GROUP IN $8600.00%12 -97-89.0% -$6,952 减仓
OTEX OPEN TEXT CORP $8640.00%39 -16-29.1% -$354 减仓
LPL LG DISPLAY CO LTD $8640.00%222 -6-2.6% -$23 减仓
ADV ADVANTAGE SOLUTIONS INC $8650.00%20 12150.0% $519 加仓
SENEA SENECA FOODS CORP NEW $8700.00%5 00.0% — 不变
NRIX NURIX THERAPEUTICS INC $8740.00%36 36— $874 新建仓
MARA MARA HOLDINGS INC $8760.00%63 63— $876 新建仓
XP XP INC $8790.00%54 -16-22.9% -$260 减仓
WOOF PETCO HEALTH & WELLNESS CO I $8840.00%325 -285-46.7% -$775 减仓
PLMR PALOMAR HLDGS INC $8850.00%7 4133.3% $506 加仓
CPNG COUPANG INC $8860.00%51 -199-79.6% -$3,457 减仓
SEI SOLARIS ENERGY INFRAS INC $8860.00%11 00.0% — 不变
LOAR LOAR HOLDINGS INC $8870.00%11 -1-8.3% -$81 重新持有
KREF KKR REAL ESTATE FIN TR INC $8900.00%130 130— $890 新建仓
ACCO ACCO BRANDS CORP $8950.00%215 -362-62.7% -$1,507 减仓
— CVRX INC $8950.00%174 148569.2% $761 加仓
PFS PROVIDENT FINL SVCS INC $8990.00%38 00.0% — 不变
— ZEVIA PBC $9000.00%552 432360.0% $704 加仓
— RCI HOSPITALITY HLDGS INC $9020.00%33 20153.8% $547 加仓
— STELLAR BANCORP INC $9050.00%23 -126-84.6% -$4,958 减仓
INOD INNODATA INC $9070.00%12 12— $907 新建仓
GGG GRACO INC $9080.00%12 -272-95.8% -$2.06万 减仓
GTN GRAY MEDIA INC $9140.00%230 2311.1% $91 加仓
WT WISDOMTREE INC $9150.00%54 00.0% — 不变
PLUS EPLUS INC $9160.00%11 -4-26.7% -$333 减仓
BCAL CALIFORNIA BANCORP $9170.00%44 822.2% $167 加仓
LXEO LEXEO THERAPEUTICS INC $9180.00%197 -29-12.8% -$135 减仓
— EIGHTCO HOLDINGS INC $9200.00%1,322 1,064412.4% $740 加仓
KOS KOSMOS ENERGY LTD $9200.00%436 379664.9% $800 加仓
ASR GRUPO AEROPORTUARIO DEL SURE $9210.00%3 -5-62.5% -$1,535 减仓
BORR BORR DRILLING LTD $9210.00%223 -48-17.7% -$198 减仓
FRPH FRP HLDGS INC $9250.00%37 619.4% $150 加仓
XPEV XPENG INC $9270.00%70 -103-59.5% -$1,364 减仓
TRNS TRANSCAT INC $9280.00%10 8400.0% $742 加仓
OSUR ORASURE TECHNOLOGIES INC $9280.00%208 208— $928 新建仓
JLL JONES LANG LASALLE INC $9300.00%3 -30-90.9% -$9,300 减仓
LTM LATAM AIRLINES GROUP SA $9330.00%16 777.8% $408 加仓
ABVX ABIVAX SA $9330.00%7 7— $933 新建仓
— AARDVARK THERAPEUTICS INC $9340.00%162 113230.6% $651 加仓
ITGR INTEGER HLDGS CORP $9350.00%10 00.0% — 不变
HSHP HIMALAYA SHIPPING LTD $9360.00%70 -15-17.6% -$201 减仓
AIRS AIRSCULPT TECHNOLOGIES INC $9360.00%208 2513.7% $112 加仓
LMRI LUMEXA IMAGING HOLDINGS INC $9370.00%83 83— $937 新建仓
NPB NORTHPOINTE BANCSHARES INC. $9400.00%49 -3-5.8% -$58 减仓
WVE WAVE LIFE SCIENCES LTD $9480.00%163 121288.1% $704 加仓
HCKT HACKETT GROUP INC $9480.00%88 67319.0% $722 加仓
ROAD CONSTRUCTION PARTNERS INC $9510.00%8 00.0% — 不变
CBLL CERIBELL INC $9540.00%49 1544.1% $292 加仓
PHAT PHATHOM PHARMACEUTICALS INC $9550.00%88 00.0% — 不变
— MEDIFAST INC $9550.00%90 4391.5% $456 加仓
EMBJ EMBRAER S.A. $9570.00%15 -4-21.1% -$255 减仓
— PRAIRIE OPER CO $9570.00%1,326 1,069416.0% $772 加仓
NB NIOCORP DEVS LTD $9640.00%200 200— $964 新建仓
GTY GETTY RLTY CORP NEW $9680.00%29 00.0% — 不变
— MAXCYTE INC $9690.00%787 648466.2% $798 加仓
AGI ALAMOS GOLD INC $9710.00%32 -173-84.4% -$5,249 减仓
ARWR ARROWHEAD PHARMACEUTICALS IN $9790.00%12 00.0% — 不变
CIFR CIPHER DIGITAL INC $9800.00%40 40— $980 新建仓
PLAY DAVE & BUSTERS ENTMT INC $9810.00%86 72514.3% $821 重新持有
WAY WAYSTAR HLDG CORP $9860.00%48 -91-65.5% -$1,869 减仓
GHM GRAHAM CORP $9910.00%8 -8-50.0% -$991 减仓
CTOS CUSTOM TRUCK ONE SOURCE INC $9930.00%84 63300.0% $745 加仓
STGW STAGWELL INC $9960.00%134 3636.7% $268 加仓
PBYI PUMA BIOTECHNOLOGY INC $9980.00%123 00.0% — 不变
CSTL CASTLE BIOSCIENCES INC $1,0020.00%42 402,000.0% $954 加仓
CWCO CONSOLIDATED WATER CO INC $1,0030.00%34 1254.5% $354 加仓
— HUMACYTE INC $1,0040.00%1,286 14112.3% $110 加仓
TKC TURKCELL ILETISIM $1,0060.00%171 -845-83.2% -$4,971 减仓
MAX MEDIAALPHA INC $1,0060.00%80 2956.9% $365 加仓
PRTA PROTHENA CORP PLC $1,0090.00%103 00.0% — 不变
— DIGIMARC CORP $1,0120.00%123 123— $1,012 新建仓
DXPE DXP ENTERPRISES INC $1,0130.00%6 00.0% — 不变
IKT INHIBIKASE THERAPEUTICS INC $1,0130.00%499 4561,060.5% $926 加仓
WEST WESTROCK COFFEE CO $1,0140.00%125 1171,462.5% $949 加仓
JBTM JBT MAREL CORPORATION $1,0150.00%7 00.0% — 不变
HLLY HOLLEY INC $1,0180.00%399 -245-38.0% -$625 减仓
DBD DIEBOLD NIXDORF INC $1,0210.00%12 -5-29.4% -$425 减仓
MLKN MILLERKNOLL INC $1,0230.00%50 511.1% $102 加仓
IBTA IBOTTA INC $1,0250.00%30 625.0% $205 加仓
HTO H2O AMERICA $1,0340.00%17 00.0% — 不变
AMSC AMERICAN SUPERCONDUCTOR CORP $1,0380.00%25 -3-10.7% -$125 减仓
GOLD GOLD COM INC $1,0410.00%25 1292.3% $500 加仓
SCCO SOUTHERN COPPER CORP $1,0460.00%6 00.0% — 不变
IBCP INDEPENDENT BK CORP MICH $1,0470.00%29 00.0% — 不变
VTRS VIATRIS INC $1,0490.00%66 00.0% — 不变
QGEN QIAGEN NV $1,0560.00%27 -31-53.4% -$1,212 减仓
WTTR SELECT WATER SOLUTIONS INC $1,0590.00%53 00.0% — 不变
— SOUNDTHINKING INC $1,0590.00%117 83244.1% $751 加仓
NBN NORTHEAST BK PORTLAND ME $1,0610.00%8 00.0% — 不变
ASTS AST SPACEMOBILE INC $1,0670.00%12 19.1% $89 加仓
MLR MILLER INDS INC TENN $1,0750.00%21 861.5% $410 加仓
NECB NORTHEAST CMNTY BANCORP INC $1,0820.00%39 514.7% $139 加仓
NBTB NBT BANCORP INC $1,0870.00%22 14175.0% $692 加仓
SHO SUNSTONE HOTEL INVS INC NEW $1,0880.00%95 -30-24.0% -$344 减仓
COFS CHOICEONE FINANCIA $1,0880.00%32 313,100.0% $1,054 加仓